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Portfolio (Quarterly) Guide ↗

Triumph Capital Management

· CIK 0001730765
13F Portfolio $552M AUM 1,861 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1861 New
Page 65 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 VOOV VANGUARD ADMIRAL FDS INC 29.0 $6K 0.00% NEW $219.21 +4.0%
1282 VFQY VANGUARD WELLINGTON FD 37.0 $6K 0.00% NEW $170.30 +4.0%
1283 REZOLVE AI PLC 2,000.0 $6K 0.00% NEW $3.15
1284 KBH KB HOME Consumer Cyclical 100.0 $6K 0.00% NEW $62.59 -13.0%
1285 XJH ISHARES TR 120.0 $6K 0.00% NEW $52.15 -0.9%
1286 ALRS ALERUS FINL CORP Financial Services 200.0 $6K 0.00% NEW $31.10 +4.8%
1287 XT ISHARES TR 75.0 $6K 0.00% NEW $82.63 -0.7%
1288 CAH CARDINAL HEALTH INC Healthcare 26.0 $6K 0.00% NEW $237.58 -3.8%
1289 PSCI INVESCO EXCH TRADED FD TR II 33.0 $6K 0.00% NEW $186.06 -5.2%
1290 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 180.0 $6K 0.00% NEW $34.00 +3.8%
1291 RDDT REDDIT INC Communication Services 35.0 $6K 0.00% NEW $173.57 -13.4%
1292 FGSI FIRST TR EXCHANGE-TRADED FD 300.0 $6K 0.00% NEW $20.13 +4.9%
1293 PGP PIMCO GLOBAL STOCKPLUS INCOM Financial Services 700.0 $6K 0.00% NEW $8.62 -0.7%
1294 FDVV FIDELITY COVINGTON TRUST 100.0 $6K 0.00% NEW $60.29 +4.6%
1295 ING ING GROEP N.V. Financial Services 192.0 $6K 0.00% NEW $31.38 +9.9%
1296 XSW SPDR SERIES TRUST 35.0 $6K 0.00% NEW $171.80 +16.2%
1297 STNE STONECO LTD Technology 553.0 $6K 0.00% NEW $10.84 -15.5%
1298 XOEX DBX ETF TR 148.0 $6K 0.00% NEW $40.46 +3.5%
1299 AGCO AGCO CORP Industrials 50.0 $6K 0.00% NEW $119.70 -13.1%
1300 RNST RENASANT CORP Financial Services 140.0 $6K 0.00% NEW $42.54 -1.7%
Page 65 of 94  ·  1,861 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.2%
Technology 31.6%
Consumer Cyclical 8.7%
Healthcare 7.2%
Communication Services 5.1%
Real Estate 2.8%
Industrials 2.7%
Energy 2.7%
Consumer Defensive 2.4%
Basic Materials 2.2%